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Fomento Económico Mexicano

213 hedge funds and large institutions have $3.83B invested in Fomento Económico Mexicano in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 58 increasing their positions, 97 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.02% more ownership

Funds ownership: 3.14%3.16% (+0.02%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

7% less funds holding

Funds holding: 230213 (-17)

9% less capital invested

Capital invested by funds: $4.21B → $3.83B (-$381M)

35% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 40

40% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 97

67% less call options, than puts

Call options by funds: $6.84M | Put options by funds: $20.5M

Holders
213
Holders Change
-17
Holders Change %
-7.39%
% of All Funds
4.3%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
26
Increased
58
Reduced
97
Closed
40
Calls
$6.84M
Puts
$20.5M
Net Calls
-$13.6M
Net Calls Change
-$17.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
26
BlackRock
New York
$21.2M -$20.2M -346,297 -48%
Morgan Stanley
27
Morgan Stanley
New York
$20.6M +$1.63M +28,005 +8%
EC
28
Eminence Capital
New York
$20.4M +$21.2M +363,636 New
Goldman Sachs
29
Goldman Sachs
New York
$14.5M +$2.55M +43,654 +20%
Bank of America
30
Bank of America
North Carolina
$14.2M -$12.7M -218,288 -46%
Macquarie Group
31
Macquarie Group
Australia
$13.6M -$954K -16,346 -6%
Ameriprise
32
Ameriprise
Minnesota
$12.3M -$188K -3,223 -1%
GF
33
Gabelli Funds
New York
$12.2M -$87.6K -1,500 -0.7%
State Street
34
State Street
Massachusetts
$10.9M +$1.54M +26,391 +16%
AAMU
35
Amundi Asset Management US
Massachusetts
$10.8M -$214K -3,671 -2%
CBCM
36
Cook & Bynum Capital Management
Alabama
$10.8M +$11.2M +192,222 New
Public Employees Retirement Association of Colorado
37
Public Employees Retirement Association of Colorado
Colorado
$10.5M -$568K -9,736 -5%
IUHSA
38
Itau Unibanco Holding S.A.
Brazil
$10.3M -$8.89M -152,316 -45%
Federated Hermes
39
Federated Hermes
Pennsylvania
$10.2M +$1.43M +24,575 +16%
Bessemer Group
40
Bessemer Group
New Jersey
$9.4M -$6.48M -111,093 -40%
PPA
41
Parametric Portfolio Associates
Washington
$9.37M -$4.73M -81,100 -33%
CIBC Private Wealth Group
42
CIBC Private Wealth Group
Georgia
$9.04M +$5.54M +94,888 +144%
State of New Jersey Common Pension Fund D
43
State of New Jersey Common Pension Fund D
New Jersey
$8.77M -$4.4M -75,379 -33%
CS
44
Credit Suisse
Switzerland
$8.52M +$2.2M +37,654 +33%
BNP Paribas Asset Management
45
BNP Paribas Asset Management
France
$7.62M +$3.11M +53,219 +65%
Deutsche Bank
46
Deutsche Bank
Germany
$7.53M -$3.37M -57,740 -30%
SEI Investments
47
SEI Investments
Pennsylvania
$7.28M -$1.93M -33,131 -20%
AII
48
AGF Investments Inc
Ontario, Canada
$7.11M -$340K -5,821 -4%
SGA
49
Sustainable Growth Advisers
Connecticut
$6.52M +$2.11M +36,075 +45%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$6.1M +$5.21M +89,232 +462%

FMX Hedge Fund Activity: Q3 2020 in Review

213 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Fomento Económico Mexicano (FMX) for Q3 2020, worth a combined $3.83B — down 9% from $4.21B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of FMX and 26 opened new positions — a net loss of 14 holders — while 97 trimmed existing stakes and 58 added.

The largest buyer was Orbis Allan Gray, adding an estimated $108M. The largest seller was Schroder Investment Management Group, cutting an estimated $138M.

  • 213 institutional investors held Fomento Económico Mexicano (FMX) as of Q3 2020, down from 230 in Q2 2020.
  • Funds reported $3.83B of Fomento Económico Mexicano stock for Q3 2020, down 9% quarter-over-quarter.
  • 26 funds opened new Fomento Económico Mexicano positions in Q3 2020 and 40 closed out, a net change of -14 holders.
  • The largest Fomento Económico Mexicano buyer in Q3 2020 was Orbis Allan Gray, an estimated $108M added.
  • The largest Fomento Económico Mexicano seller in Q3 2020 was Schroder Investment Management Group, an estimated $138M sold.

Based on aggregated 13F filings for Q3 2020.